Q2 2025 13F Holders as of 6/30/2025
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Type / Class
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Equity / Innovator U.S. Equity Ultra Buffer ETF - March
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Shares outstanding
-
3M
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Number of holders
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72
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Total 13F shares, excl. options
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4.83M
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Shares change
-
+2.94M
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Total reported value, excl. options
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$182M
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Value change
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+$111M
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Number of buys
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34
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Number of sells
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-22
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Price
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$37.61
Significant Holders of Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) as of Q2 2025
81 filings reported holding UMAR - Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March as of Q2 2025.
Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March (UMAR) has 72 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.83M shares
.
Largest 10 shareholders include Brookstone Capital Management (1.55M shares), Talon Private Wealth, LLC (908K shares), MGO ONE SEVEN LLC (248K shares), WealthPlan Investment Management, LLC (234K shares), Lantz Financial LLC (196K shares), KFG WEALTH MANAGEMENT, LLC (149K shares), C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors (136K shares), COMMONWEALTH EQUITY SERVICES, LLC (92.9K shares), OSAIC HOLDINGS, INC. (89.2K shares), and IHT Wealth Management, LLC (83.2K shares).
This table shows the top 72 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.